McKinley Carter Wealth Services’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

McKinley Carter Wealth Services’s Portfolio FNDF Stock Details FNDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.2M	Sell	189,489 -4,375	-2%	-$238K	0.52%	48
2026 Q2	$10.2M	Sell	193,864 -5,028	-3%	-$264K	0.53%	47
2026 Q1	$9.7M	Sell	198,892 -246,467	-55%	-$12.1M	0.56%	45
2025 Q4	$20.1M	Sell	445,359 -126,344	-22%	-$5.59M	1.12%	22
2025 Q3	$24.6M	Sell	571,703 -12,495	-2%	-$520K	1.29%	18
2025 Q2	$23.4M	Sell	584,198 -27,340	-4%	-$1.03M	1.3%	18
2025 Q1	$22.1M	Sell	611,538 -344,724	-36%	-$12.2M	1.36%	17
2024 Q4	$31.8M	Buy	956,262 +32,861	+4%	+$1.16M	1.94%	11
2024 Q3	$34.5M	Buy	923,401 +156,801	+20%	+$5.65M	2.08%	10
2024 Q2	$26.9M	Buy	+766,600	New	+$27.2M	1.71%	12

Other funds holding FNDF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

McKinley Carter Wealth Services's FNDF Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.3% in Q3 2026, selling an estimated $238K and leaving 189,489 shares worth $10.2M. The position accounts for 0.52% of the portfolio, ranked #48.

McKinley Carter Wealth Services first reported a position in FNDF in Q2 2024 and has held it in 10 quarters since. The position peaked at $34.5M in Q3 2024. 241 funds tracked by Wall St. Rank hold FNDF as of Q3 2026.

McKinley Carter Wealth Services held 189,489 shares of Schwab Fundamental International Large Company Index ETF worth $10.2M as of Q3 2026.
McKinley Carter Wealth Services sold 4,375 Schwab Fundamental International Large Company Index ETF shares in Q3 2026, an estimated $238K.
Schwab Fundamental International Large Company Index ETF made up 0.52% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #48 holding.
McKinley Carter Wealth Services first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2024 and has held it in 10 quarters since.
McKinley Carter Wealth Services's Schwab Fundamental International Large Company Index ETF position peaked at $34.5M in Q3 2024.
241 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.